Wealth Planning Analyst

About the role

Supports Wealth Planning team with advanced wealth planning analyses for asset protections and sustainability tailored to clients and prospects.

Responsibilities

• Compile wealth planning information from clients, including tax forms, account statements and personal information; determine other required information that is needed.
• Work closely with Planning team to develop clear and concise presentations that effectively communicate complex solutions.
• Provide research support and quantitative analyses on technical matters related to wealth planning topics or client concerns.
• Maintain semi-direct client contact under guidance of more experienced personnel.
• Maintain an understanding of the general ramifications of current Federal tax law and review wealth planning reports for errors and talking points based on this knowledge.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Requirements

• Bachelor's degree and a minimum of 1 years’ work experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience
• Excellent verbal and written communication skills
• Strong interpersonal skills
• Strong proficiency with pertinent spreadsheet, word processing and presentation software
• Experience rapidly learning new software applications
• Strong research skills
• Strong analytical skills

Qualifications

• Minimum of 1 year’s relevant work experience
• Expert level proficiency with pertinent spreadsheet software modeling

Pay

The pay range for this position is $36.48 - $60.80 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.